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Lee Ainslie’s Duke Energy DUK Stock Holding History

Lee Ainslie’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,806
Closed -$336K – 384
2023
Q3 		$336K Buy
+3,806
New +$349K 0.01% 211
2021
Q3 		– Sell
-9,926
Closed -$980K – 682
2021
Q2 		$980K Buy
9,926
+7,049
+245% +$708K 0.01% 302
2021
Q1 		$278K Buy
+2,877
New +$263K ﹤0.01% 448
2020
Q4 		– Sell
-17,145
Closed -$1.52M – 707
2020
Q3 		$1.52M Buy
17,145
+15,909
+1,287% +$1.31M 0.03% 185
2020
Q2 		$99K Sell
1,236
-1,466
-54% -$124K ﹤0.01% 531
2020
Q1 		$219K Buy
+2,702
New +$248K ﹤0.01% 418

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lee Ainslie's DUK Position: Q4 2023 in Review

Lee Ainslie sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 3,806 shares — an estimated $336K sold.

Lee Ainslie first reported a position in DUK in Q1 2020 and held it in 6 quarters. The position peaked at $1.52M in Q3 2020. 1,906 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Lee Ainslie reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • Lee Ainslie sold 3,806 Duke Energy shares in Q4 2023, an estimated $336K.
  • Lee Ainslie first reported a position in Duke Energy in Q1 2020 and held it in 6 quarters.
  • Lee Ainslie's Duke Energy position peaked at $1.52M in Q3 2020.
  • 1,906 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Maverick Capital's 13F filing for Q4 2023, filed 14 Feb 2024.